Koshinski Asset Management’s San Juan Basin Royalty Trust SJT Stock Holding History

Koshinski Asset Management’s Portfolio SJT Stock Details SJT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-14,387	Closed	-$76.3K	–	638
2024 Q1	$76.3K	Sell	14,387 -4,304	-23%	-$22.4K	0.01%	572
2023 Q4	$94.8K	Sell	18,691 -3,405	-15%	-$22.8K	0.01%	493
2023 Q3	$153K	Buy	22,096 +30	+0.1%	+$216	0.02%	544
2023 Q2	$163K	Buy	+22,066	New	+$187K	0.02%	574
2022 Q2	–	Sell	-5,792	Closed	-$50.5K	–	1753
2022 Q1	$50.5K	Buy	5,792 +5,732	+9,553%	+$40.1K	﹤0.01%	1105
2021 Q4	$365	Hold	60	–	–	﹤0.01%	2127
2021 Q3	$304	Buy	+60	New	+$291	﹤0.01%	2145

Other funds holding SJT

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Cannell Capital Alta, Wyoming $149M AUM 39.81% 1-Year Est. Return

MPM

Mountaineer Partners Management New York $137M AUM 91.53% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

MTC

McDaniel Terry & Co Austin, Texas $1.28B AUM 18.17% 1-Year Est. Return

Pingora Partners Wilson, Wyoming $171M AUM 60.67% 1-Year Est. Return

LSC

Lesa Sroufe & Co Seattle, Washington $140M AUM 53.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Koshinski Asset Management's SJT Position: Q2 2024 in Review

Koshinski Asset Management sold out of San Juan Basin Royalty Trust (SJT) in Q2 2024, closing a stake of 14,387 shares — an estimated $76.3K sold.

Koshinski Asset Management first reported a position in SJT in Q3 2021 and held it in 7 quarters. The position peaked at $163K in Q2 2023. 76 funds tracked by Wall St. Rank hold SJT as of Q2 2024.

Koshinski Asset Management reported no remaining San Juan Basin Royalty Trust position as of Q2 2024 after selling out during the quarter.
Koshinski Asset Management sold 14,387 San Juan Basin Royalty Trust shares in Q2 2024, an estimated $76.3K.
Koshinski Asset Management first reported a position in San Juan Basin Royalty Trust in Q3 2021 and held it in 7 quarters.
Koshinski Asset Management's San Juan Basin Royalty Trust position peaked at $163K in Q2 2023.
76 funds tracked by Wall St. Rank held San Juan Basin Royalty Trust as of Q2 2024.

Based on Koshinski Asset Management's 13F filing for Q2 2024, filed 12 Jul 2024.